Securities offered through Kalos Capital, Inc. and Investment Advisory Services offered through Kalos Management, Inc., both at 11525 Park Woods Circle, Alpharetta, Georgia 30005, (678) 356-1100. Granite Retirement & Tax Advisory is not an affiliate or subsidiary of Kalos Capital, Inc. or Kalos Management, Inc. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. Click here for FINRA.ORG and SIPC.ORG

Granite Retirement & Tax Advisory was founded on the principle of assisting our clients with all of their financial needs while treating them as the unique individuals that they are. We provide outstanding personalized service that has earned a reputation for excellence in the industry. Financial stability, financial security, financial independence; this is what we strive to provide each and every one of our clients.

Granite Retirement & Tax Advisory is a full-service retirement and estate planning firm. We have offices located in Nashville, Dickson, Cool Springs, and Hendersonville, Tennessee. Granite Retirement & Tax Advisory was founded with the goal of helping retirees and those soon to be retirees plan financially for this important phase of their lives. Our mission is to help our clients build, protect, and preserve their assets for retirement and beyond while paying less taxes by maximizing active tax planning. Our emphasis is on retirement and estate planning, but we offer many other services such as active tax planning, Income tax preparation, book keeping, life and health insurance, Medicare, maximizing Social Security benefits and much more.

Helping you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation is goal number one. Gaining a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation is paramount to your financial success. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.

Securities offered through Kalos Capital, Inc. and Investment Advisory Services offered through Kalos Management, Inc., both at 11525 Park Woods Circle, Alpharetta, Georgia 30005, (678) 356-1100. Granite Retirement & Tax Advisory is not an affiliate or subsidiary of Kalos Capital, Inc. or Kalos Management, Inc. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. Click here for FINRA.ORGor SIPC.ORG

Planning for retirement, families, business & more.

Whether your investment needs include paying for college, protecting assets, saving for retirement, or making the most of your money, the investment world is a complex place. Our mission is to help you navigate through this financial field by providing a comprehensive asset and risk management plan that explores every angle of your personal financial landscape. Together, we will develop a total and personalized financial management approach to your investment and retirement needs.

Securities offered through Kalos Capital, Inc. and Investment Advisory Services offered through Kalos Management, Inc., both at 11525 Park Woods Circle, Alpharetta, Georgia 30005, (678) 356-1100. Granite Retirement & Tax Advisory is not an affiliate or subsidiary of Kalos Capital, Inc. or Kalos Management, Inc. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. Click here for FINRA.ORGor SIPC.ORG

Our team of professionals are second to none.

At Granite Retirement & Tax Advisory , our people is what makes the difference. We employ the best of the best and rely solely on common sense, integrity and honesty in everything we do. Every member of our staff has a thorough understanding of the big picture and knows that our clients are why we are in business. Click on each photo to view individual bios of each team member and get to know us.

Andrew joined the Granite Retirement & Tax family in December of 2014. He was born in Kentucky, raised in Colorado and moved to Spring Hill, Tennessee in 2012 with his wife Natalie who is originally from Chattanooga TN. They have two "Weiner dogs" and five cats. In his spare time Andrew enjoys writing music and performing with his wife in theatre and film productions.

Andrew has his Life, Health, and Accident Insurance licenses as well as his Series 7 and Series 66 licenses. Andrew loves working with his partners Kellen Beard, Craig Hendrix, and the rest of the Granite family serving clients and the community through charity and educational events. Andrew specializes in developing personalized retirement plans for our client family. You can also hear him on the radio having fun and educating others as a host on our Tennessee Taxbusters Radio show on 1510 WLAC NEWS RADIO which airs every Saturday morning from 10am to 11am.

Andrew Long | Partner & Financial Advisor

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Andrew Long

Craig specializes in Income Tax preparation and has been in this profession for almost 30 years. He received a Bachelor Degree in Accounting in 1986 and holds a Certified Financial Manager designation and is a registered tax preparer with the IRS.

He is proficient with small business, corporations, partnerships, estates, and trusts as well as individual federal and state income tax returns. Craig assists our clients with tax, retirement and estate planning by examining their current portfolio and situation. He offers different paths to obtain their financial goals while striving to save taxes along the way. He is a licensed insurance producer and works with our financial planners to ensure the best tax results are obtained for our clients.

Craig is originally from Cookeville, but has made Hendersonville his home for the past 28 years along with his wife and five adopted children.

Craig Hendrix, CFM | Partner /Tax Specialist

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Craig Hendrix CFM

Crystal has more than 19 years of experience in the health and health insurance industry and is a licensed insurance producer in Tennessee with extensive experience working with the public and customer service.

Crystal serves as our operations manager and is responsible for administering and processing client applications while complying with FINRA and Broker/Dealer rules, resolving client issues as well as completing service requests.

She stays up to date with product training and guidelines. She also maintains various client databases, completes account reports and assists Craig with tax clients. She can assist those in need of Life or Health Insurance Medicare related health insurance products and Long Term Care.

She was raised in Dickson, and now resides in Humphreys County with her husband and two boys.

Crystal Heath | Operations Manager

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Crystal Heath

Leslie is a native of Nashville, TN and she joined the Granite Retirement & Tax Advisory family on July 1, 2012 excited and ready to serve our existing as well as future clients. GR&TA currently has 4 office locations and she travels between them each week.

She is licensed in Life, Health, and Accident insurance, she is a notary public, she is QuickBooks pro-advisor certified, and assists our tax specialist throughout the year with tax planning for our clients as well as the preparation of corporate and personal tax returns.

Leslie is the Special Events director which encompasses planning and assisting with educational workshops, she works with nonprofit agencies sponsoring charity & community events, and works with our GR&TA team to organize and host client appreciation events for our existing and future clients.

Leslie thoroughly enjoys where her life’s journey has led her. She has wonderful family and friends surrounding her and spends her “free time” outdoors as much as possible and on rainy days loves building puzzles.

Leslie Campbell | Educational & Special Events Director

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Leslie Campbell

Cliff enjoys meeting with people to help them clarify their financial goals as well as educate clients on the options available to them. He believes financial plans should not be a "one size fits all" approach. Retirement objectives vary from family to family and your investment strategy should reflect your dreams and wishes…not your financial advisor’s.

Cliff joined the Granite Retirement and Tax Advisory team in the fall of 2015 after moving to Williamson County from Lakewood, Colorado. He began his financial services career in 2000 as an equity trader and client account services representative. He holds the Series 7 (Registered Representative), Series 63 (Uniform Securities Agent State Law Examination) and Series 65 (Investment Adviser Representative) and formerly held the Series 55 (Equity Trader). He also holds both a Life and Accident & Health Insurance Licenses. You can hear him on 1510 WLAC NEWS RADIO on Saturday mornings at 10am as a part of our Tennessee Tax Busters Radio team.

Away from work he enjoys spending time with his family and friends snow skiing, hiking and taking scenic drives on the Natchez Trace Parkway, along the Gulf Coast or through the Colorado Rockies. He is a single father of three sons and one daughter and spends most of his non-work hours filling his favorite role...being a dad.

Cliff Long | Financial Advisor

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Cliff Long

Elaine has many years of experience in accounting and bookkeeping for small business, customer service and income tax preparation. She has also been the owner/baker of a small dessert shop for the last nine years.

Elaine works in our Bellevue location assisting in the daily operations of the office as well as completing client service requests, database maintenance and assisting Craig Hendrix with tax returns. She is also proficient in Quickbooks and performs bookkeeping duties for some of our corporate clients.

She is a lifelong resident of Kingston Springs and has three grown children, two daughters and a son, that she enjoys spending time with and enjoys the crazy antics of her two dogs and cat.

Elaine Turner | Operations Assistant

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Kellen joined the Granite Retirement team in January of 2016. He is a native and resident of Centerville, TN with Taylor, his Border Collie. He has a Bachelor’s degree in Accounting as well as his Master’s of Business Administration from Freed-Hardeman University. Kellen works in both the tax and financial areas of the business as a registered preparer with the IRS as well as having health and life insurance licenses and the Series 65 securities license. In his spare time, he enjoys running, watching baseball and waterskiing. He is a former baseball player and triathlete, completing Ironman Louisville in 2015, and still loves to talk about sports to anyone who will listen.

Jack Keeter & Associates, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Jack Keeter & Associates, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Jack Keeter & Associates, Inc. unless a client service agreement is in place.

Kellen Beard | IAR/Tax Specialist

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Jessica is a full-time Receptionist in Granite Retirement and Tax Advisory’s Dickson office and appreciates the Great Teamwork aspect here at Granite. Jessica has spent almost 20 years in the customer service field and loves to meet and greet new people, along with those that she already has the privilege to call FRAMILY here at Granite. She assists with policy needs and administrative tasks with full dedication to clients and advisors with exceptional customer service.

Jessica is an original native of Texas, but now resides in Humphreys County with her 2 sons and daughter in the beautiful Tennessee country. Jessica and her Family enjoy staying active outdoors and visiting the many exciting and historical areas that Tennessee has to offer. She is proud to now call Tennessee her home and the great staff at Granite her Family.

Securities offered through Kalos Capital, Inc. and Investment Advisory Services offered through Kalos Management, Inc., both at 11525 Park Woods Circle, Alpharetta, Georgia 30005, (678) 356-1100. Granite Retirement & Tax Advisory is not an affiliate or subsidiary of Kalos Capital, Inc. or Kalos Management, Inc. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. Click here for FINRA.ORG and SIPC.ORG

All the right services to get the job done.

Retirement Planning

Making the most of your employer-sponsored retirement plans. Determining how much you need to retire comfortably. Managing assets before and during retirement. Assuring that you are properly allocated between taxable, tax deferred, and tax free investment accounts.

Tax Preparation & Management

Tax planning is one of our many specialties at Granite Retirement & Tax Advisory. We have qualified tax specialists on staff who are ready to help you reduce your current and future tax burdens. With proper planning we believe an income tax free retirement is achievable.

Are you a local organization seeking education about various financial issues for your members? Granite Retirement & Tax Advisory offers free and complementary educational workshops. Topics include everything from Social Security, Tax Planning, Retirement and beyond.

Social Security Analysis

When to collect Social Security may be the single most important decision you make when it comes to your retirement. We offer a Free Social Security Analysis that gives the best strategy in order for you to receive the maximum benefit based on your work history.

We are committed to helping you find the right health Insurance coverage for your budget and lifestyle whether you are in between jobs, retired or on Medicare. We have many options available and will be glad to give you a no-obligation quote in just a few minutes.

While developing a customized financial program, we will walk through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following services.

Securities offered through Kalos Capital, Inc. and Investment Advisory Services offered through Kalos Management, Inc., both at 11525 Park Woods Circle, Alpharetta, Georgia 30005, (678) 356-1100. Granite Retirement & Tax Advisory is not an affiliate or subsidiary of Kalos Capital, Inc. or Kalos Management, Inc. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. Click here for FINRA.ORGor SIPC.ORG

IN THE MEDIA

Andrew Long and Craig Hendrix have appeared on Nashville, Tennessee's NBC affiliate station, WSMV Channel 4 to discuss various financial issues of importance to those who are retired or preparing to retire. Click on the videos below to watch the "Money Matters" segments.

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Andrew Long discusses our favorite

four letter word....PLAN.

Andrew Long talks about Granite Retirement and Regen Tax and our services.

Craig Hendrix discusses the importance of tax planning before the end of the year.

Contact us here anytime or feel free to call us. We look forward to getting to know you and helping you transition through different phases of you financial life and retirement.

Securities offered through Kalos Capital, Inc. and Investment Advisory Services offered through Kalos Management, Inc., both at 11525 Park Woods Circle, Alpharetta, Georgia 30005, (678) 356-1100. Granite Retirement & Tax Advisory is not an affiliate or subsidiary of Kalos Capital, Inc. or Kalos Management, Inc. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. Click here for FINRA.ORG and SIPC.ORG

Securities offered through Kalos Capital, Inc. and Investment Advisory Services offered through Kalos Management, Inc., both at 11525 Park Woods Circle, Alpharetta, Georgia 30005, (678) 356-1100. Granite Retirement & Tax Advisory is not an affiliate or subsidiary of Kalos Capital, Inc. or Kalos Management, Inc. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. Click here for FINRA.ORGor SIPC.ORG